DFA Regional Conference

20 August 2014: Greg Schiffli represented OTWP at the 2015 Dimensional Fund Advisors Regional Conference in Indianapolis, Indiana, at the JW Marriott. The event, featured a variety of speakers from DFA, best practice sharing, and learning opportunities.

Indiana Investment Advisor Conference

29 April 2014: Greg Schiffli represented OTWP at the 2015 Indiana Secretary of State's Investment Advisor Conference in Muncie, Indiana, at the campus of Ball State University. The event, featured an overview of the Office of the Secretary of State, a securities update on crowdfunding and information on investment advisor examinations.

"The Current Market Aftershock"Using an illustrated timeline, David Booth chronicles US stock market performance in four periods since World War II. His review suggests prevailing market sentiment is often wrong and that investors must stay disciplined through all market environments to pursue their long-term goals.

"The Economics Of Fiscal Deficits"Many investors are concerned that rising government debt will stunt economic growth and hamper market returns. Marlena Lee examines historical data to test the relationships between fiscal deficits, interest rates, business activity, investment returns, and exchange rates. Her conclusions may surprise investors who are pessimistic about future market performance.

"Father of Modern Finance Weighs In"- U. of Chicago finance professor Eugene Fama, widely known as the "father of modern finance," discusses whether the government is the biggest risk to economic recovery.

"Why Dimensional"- Dimensional brings financial science to the practical world of investing.

"Behavioral Biases"- Research indicates that humans are not naturally wired for prudent, long-term investing.

On Target Wealth Partners provides Independent, Fee-Only Financial Engineering to clients passionate about implementing a strategic financial plan via a long term, scientific approach to wealth management. It sounds complicated, but actually the beauty of our approach is in its simplicity and transparency.

Independent

A Registered Investment Advisor firm with fiduciary responsibility to clients

Unbiased and free from traditional advisory conflicts of interest

Client-centric solutions without incongruent advisor firm incentives

Fee-Only

Full disclosure of all advisory fees

No hidden commissions or kickbacks ever accepted – we work for you only

Financial Engineering

Diversified market exposures based on specific risk and return characteristics that have been determined through renowned academic research

This unique approach to financial services places On Target Wealth Partners and its clients on the same team. Make a commitment today to explore how On Target Wealth Partners can assist you in attaining your life goals and financial dreams … while permitting you more time to relax and enjoy the investment process.